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Help me, Help you!
Your thoughts on personal finance

Hi there! I am currently trying to get a better understanding of your knowledge and experiences around personal finances. It would be so helpful if you could take the time to answer the below questions. From the information, I will be putting together free guides for subscribers and can concrete on areas where it will be most beneficial in helping you improve your financial future.

 

It will only take a couple of minutes!

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Once you’ve finished, take the opportunity to read some of the articles and subscribe so you can stay updated with future projects. Cheeeers!

What is your age?

How do you describe your knowledge about personal finances?
Have you set any financial goals?
Have you taken any professional advice on managing finances?
What topics do you feel you could use more information on?
What do you currenty do with your earnings?
What kind of financial accounts do you currently have?
In managing your personal finances, are you more likely to
Are you interested in learning about personal finance and wealth management?

Rate the following on a scale of 1-5 (1= not at all true and 5=very true)

How necessary or important do you feel it is for you to work with a financial advisor?How necessary or important do you feel it is for you to work with a financial advisor?
I feel comfortable about my financial future because I have adequately planned for itI feel comfortable about my financial future because I have adequately planned for it
I have an emergency savings fund established to cover 3-6 months of expenses should I lose the ability to workI have an emergency savings fund established to cover 3-6 months of expenses should I lose the ability to work
Savings and investing is important to meSavings and investing is important to me
I feel capable of using my current income to achieve my financial goalsI feel capable of using my current income to achieve my financial goals
I have long-term financial goals i.e. retirement and this is reflected in my investment portfolioI have long-term financial goals i.e. retirement and this is reflected in my investment portfolio

What other matters regarding your personal finances would you like to have a better understanding of?

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